Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marko? Claim Your ProfileMarko Jocic is a financial professional with over 10 years of experience in the industry. Marko is currently a registered representative with Innovation Partners LLC. Previously, Marko has held positions at several firms including INVEX, INC., KILEY PARTNERS, INC., JWH SECURITIES, INC. and NEWEDGE USA, LLC. Marko is licensed to conduct business in Florida and holds the Series 3, 7, and 66 licenses. Marko is also licensed with the SIE examination and offers financial planning, pension consulting, and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
NC
08/11/2017 - Present
Innovation Partners LLC (CHARLOTTE NC)
FL
08/12/2015 - 08/14/2015
INVEX, INC. (CORAL GABLES FL)
NV
11/15/2012 - 05/28/2015
KILEY PARTNERS, INC. (HENDERSON NV)
FL
07/19/2012 - 09/04/2012
JWH SECURITIES, INC. (BOCA RATON FL)
NV
06/08/2012 - 06/22/2012
KILEY PARTNERS, INC. (HENDERSON NV)
IL
03/23/2010 - 06/15/2010
NEWEDGE USA, LLC (CHICAGO IL)
BOTH
Issued 07/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Marko Jocic is the right advisor for you? Invested Better is here to help.
